Mike Loeb analyzes AI's impact on software stocks and discusses new positions in Floor & Decor. Read the full letter for more ...
Cursor’s latest tool enables AI to write code independently, raising the question: do we still need software engineers?
Administrators with Team and Enterprise plans can enable Code Review through Claude Code settings and a GitHub app install. Once activated, reviews automatically run on new pull requests without ...
As the popularity and value of cryptocurrency rises, device designers are drawing on research and testing to optimally ...
For decades, software companies and services firms have made poor partners. There are very few examples of software ...
AI advances trigger software selloffs as infrastructure software trades at 11x sales, offering a mispriced buy opportunity.
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Why are software stocks down?
New productivity models released by Anthropic have inspired a massive drawdown in software stocks.
Intact ecosystems have the capacity for self-regulation, which keeps their complex structure of species—such as animals, ...
Vibe coding is fast, but can create ownership, confidentiality and vulnerability issues. Ballard Spahr attorneys share steps to reduce exposure before you ship.
Apple’s tablet lineup—its “good, better, best” of the iPad, iPad Air, and iPad Pro—feels all the more entrenched. That’s ...
These new models are specially trained to recognize when an LLM is potentially going off the rails. If they don’t like how an interaction is going, they have the power to stop it. Of course, every ...
Alaskans are a pretty resourceful bunch — when things break, we fix them. But sometimes, the deck gets stacked against us. As ...
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